See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,115 | $110,257-64.5% | $96,544-59.5% | $139,434-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.83% | 26.32%-21.5pp | 25.84%-21.0pp | 372.94%-368.1pp |
| Employer contribution / active EE | $1,809 | $3,620-50.0% | $2,965-39.0% | $4,751-61.9% |
| Participant deferral / active EE | $3,709 | $5,548-33.1% | $4,851-23.5% | $6,710-44.7% |
| Admin fee / account holder | $99,963 | $11,591+762.4% | $8,252+1111.3% | $11,403+776.7% |